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[Feature Request] More fields available in e-mail templates
The email templates feature is missing many important fields and could be extended. For example: Deal ID - i would like to add the deal ID in the email Subject (for example) or use it in a link (see next suggestion). By saying Deal ID I'm talking about the number at the end of https://contoso.pipedrive.com/deal/428 Other…
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iCal calendar support.
We use iCal to host our calendars. Supporting that would be awesome
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Automation cannot read/write Date Range fields
I realized that Workflow Automations cannot access Date Range fields. They are just not visible when selecting the fields to update, e.g., on a deal. This is really annoying, because it means I cannot set the license period for our auto-generated license-renewal deals and have to rely on everyone to remember to do this…
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Comparing data over previous periods of time
Hello, While I used to enjoy more the previous report system, I'm adapting to the insights system. But the missing compare to previous period feature is killing me. For me it's a basic sales analysis. I would like to be able to add another axis to my charts to compare to previous periods (last 6 months or same period last…
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Duplication Rule on Email is Broken
The default duplication rule on contacts (name + any of primary email, phone number or organization) does not really work for us, since we regularly update contacts from their submissions of registration forms. And people misspell their names surprisingly often. They rarely misspell their email addresses though, because…
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Real-time notifications of website visitors in PD databaseMy understanding is that website visitor
My understanding is that website visitor notifications only happen on a weekly basis. It would be outstanding if there were real-time notifications (push on the app or email) for website visitors who are already entered as Contacts/Leads in our database. Progressive improvement would also be very appreciative. Meaning,…
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Link email threads usings workflow automation
Please can we have the ability to link email threads together using automation so that the reciever can see email the email chain as part of our campaign?
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Auto update status.pipedrive.com when there is a delay in webhook queue processing
Today my team experienced a delay in webhook events being delivered to our registered webhook endpoints, which we use to drive a custom integration with our own internal systems. Normally there's no issue with webhook events being delivered near real time, which is great, so when we experienced this delay that seemed to…
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Products Data in E-Mail
We have a customer who sends current prices of his products to dealers via e-mail. Unfortunately, you have failed to make the product data fields accessible in emails. Option 1: Show the products assigned to a deal Option 2: Search for a product and insert the data directly into the email.
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Hover over email to have copy option
Hello, very simple UI/UX idea, could you please add the Copy button when we hover on an email? Or, have a copy button right next to every email. Would save time!
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Uploading attached products to Deals
Not having the ability to upload attached products to (past) Deals is a real headache because it means we can't get any meaningful product sale data out of insights. We barely use the insights functionality because it's so limited but one report we do need is product (and product category) sales. With all of our previous…
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Participants / Email Templates
Pipedrive is a great tool, it needs a few additions that will improve the UX. Deals / Projects are completed by Multiple Team members. It's never 1 person's show. Now that we have multiple team members involved then we need all their contact info available as part of the Deals / Projects / Email Template For Customization…
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Payment schedule - maximum number of payments
Hi, we have costomer contract and payment schedules that go beond the limit of 36 mth. Is it possible to rase the limit to ex. 60 months?
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Filter by "following"
I asked about this in the chat, and they sent me here to make the suggestion. I can see that it is a topic beeing asked for several times over several years... Why on earth isn't the only way to "share" deals without beeing drowned in information from the whole team/company an option that is beeing prioritized? We have…
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Multi-language forms & chat
Hello! It would be nice if the website is available for users in different countries to be able to use web-forms and chat in different languages as well. These should recognise the language of the person using it to show them the fields according to their language preference.
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Batch Merge
When in the merge records section and there are many groups of suggested merge records allow to select each grouping and then merge all the groupings in a batch rather than going through each grouping and hitting the merge button each time.
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Goal by product
Here at my company, we work with products. It would be great if we could set goals for each product to be monitored by our managers
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Add logo to an Organisation
Much like the ability to add a photo to a person, it would be nice to simply add a logo next to the Organisation. Example:
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Set Business Year End
Not all businesses have their fiscal year end match up to December 31st. Many have March 31st to match up with some government organizations. Our company picked November 30th, for example. It would be good to be able to set a fiscal year end date and then have the quarterly forecast reviews follow the users actual fiscal…
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Recording customer feedback
We are going through ISO13485 medical device certification and we need to set up a customer feedback capability. I am thinking that if we could record the customer's feedback under the "contact" or "organization" record. This would be a good place
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Zoom link issue in Activities delegated to other users // Problema con el link de Zoom generado.
When you create an Activity and assign it to another user, the Zoom link that is generated is the link of the user who created the Activity, not the user who has to do the Activity. This is a problem because it forces you to send the link by parallel messaging. Is it in the roadmap to fix this problem? // Cuando creas una…
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Colour code activities
It would be very useful to be able to select a colour for different activities so when looking at my calendar I can see at a glance what my activities are without having to click activity and go into them and read through My role is hybrid my meetings are in the field and remote based so it can difficult and take more time…
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VAT
Hi To make Smart Doc work with VAT, we are obliged to indicate the price including tax. But then in the tables we only want to display the Amount HT
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Excluding VAT with dealproducts
Hi all, In this article there is a screenshot with the options: * Including tax * excluding tax * no tax But in the article itself there is no paragraf about excluding tax and there is no excluding tax option in my pipedrive. Is there an setting that i cannot find? (I have pipedrive in Dutch)
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Goals needs improvement
It's OK, yet somewhat frustrating to work with goals at this moment - June 2023. See, if you have a goal, that goal can be annual, quarterly, monthly, weekly, or even daily. In order to make a goal workable, you'd usually split it up into smaller components, like so: annual or biannual goals become quarterly or monthly…
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Request signatures draw only
Hello, we are sending our agreements thru smart docs but we need them signed just by the option "draw". This is really important for our processes. When the agreements are signed by "type" they are rejected and this slows down our process. The idea is to only have the option "draw" and remove "type" when we ask for our…
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WebForms related to deals
It would be create if it was possible to link WebForm to an existing deal. Case example: Deal movest to "meeting scheduled" -stage. Then few days prior the meeting there would be an automatic email with WebForm for the prospect to send us some background information. Now that would create a new lead/deal.
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Improvement to use Label filter in Insight reports
It is awesome that it's now possible to add multiple labels to deals. But now when I have several labels in deals I cannot use labels properly to filter insight reports. There should be option to use label filter with "contain" condition.
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Ability for the Pipedrive to calculate commission dynamically by setting up a commission policy
Pipedrive to automatically calculate commission for a user depending on the commission structure/ slabs set by the company.
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Errors on automations highlight the faulty data
Whenever automations fail, the data that caused it to fail should be highlighted for easier problem solving.